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Dynamics 365 and Adobe Sign Integration

by Mo Faheem

A full explaination of the business case

Law Firm Business case explained in a previous post.

A law firm or a company’s legal department, with predefined contract templates, requires automating the process of generating and sending those documents to get signed.

– d365update.com post https://d365update.com/2021/01/10/law…

– Adobe Sign for Microsoft Dynamics CRM installation and configuration guide https://helpx.adobe.com/ca/sign/using…

– Adobe Sign Text Tags https://helpx.adobe.com/ca/sign/using

A law firm user experience with no technical background

Showcase using Dynamics 365 and Adobe Sign from a user perspective to automate contract creation and sending to multiple signers.

With no technical experience, how a legal officer will forward the contract to get signed and how the data will be updated by signers using controlled fields by each signer. For more detailed information on how to build this setup, please refer to a detailed business case on https://d365update.com/2021/01/10/law…​ and on Youtube video https://www.youtube.com/watch?v=zlMEa…​.

This case is not sponsored! and based on technical experience and background. Case by, Mo Faheem (Dynamics 365 Consultant).

For more details please contact me on mo@d365update.com

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